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<p>Gary Black and Gene Munster discussed Tesla's recent stock rally, attributing it to factors such as Elon Musk's AI5 update and market movements. Black highlighted three reasons for the rally, including investor optimism regarding the end of the Iran war and potential SEC changes. Munster claimed 80% of the rally was due to Musk's announcement about the AI5 chip, with the remaining 20% linked to market trends and a UBS upgrade. Tesla's stock rose 7.62% to $391.95, with Cathie Wood's Ark Invest purchasing over 33,210 shares.</p>

- Investors Gary Black and Gene Munster discussed the reasons behind Tesla Inc.'s recent stock rally.  
- Black highlighted factors such as the announcement of Tesla’s AI5 chip and easing SEC restrictions on day trading, while Munster attributed 80% of the rally to Musk's post about the Hardware 5 chip.  
- Tesla's stock surged 7.62% to $391.95, with Cathie Wood's Ark Invest purchasing over $11.4 million worth of shares despite concerns over inventory surplus in the electric vehicle market.

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